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ynab_update_transactions

Idempotent

Batch update 1-100 YNAB transactions with dry-run preview and token-based confirmation for safe writes.

Instructions

Update 1–100 transactions in a single batch with dry-run preview.

Args:

  • budget_id (string, optional): Budget UUID. Omit to use the default budget.

  • transactions (array, required): Up to 100 objects, each requires id plus fields to update. Amount updates use one of amount_decimal (preferred), amount_milliunits, or deprecated amount.

  • dry_run (boolean, optional): Preview changes without saving. Default: false.

Returns: summary (updated, failed), results[], transactions[].

Examples:

  • Dry run: set dry_run=true to preview before/after for first 10 items

Write safety: call without confirmation_token to preview. Execute the identical validated request with the short-lived confirmation_token returned by that preview.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dry_runNo
budget_idNo
transactionsYes
confirmation_tokenNoShort-lived, single-use token returned by the immediately preceding preview of this exact validated request.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations provide readOnlyHint=false, idempotentHint=true, destructiveHint=false. The description adds significant behavioral context: batch limit 100, dry-run preview, confirmation_token flow, amount alternatives, and returns summary. No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise: a brief opening sentence, a structured args list, returns, an example, and a write safety note. Every sentence adds value with no redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity (batch update with preview/confirm, multiple amount types, optional budget), and presence of output schema, the description is highly complete. It covers all parameters, the preview-confirm flow, and usage example.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is low (25%), but the description compensates by explaining dry_run, budget_id, transactions array structure, amount options (preferred amount_decimal), and confirmation_token derivation. It adds meaning beyond the schema's bare types.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states 'Update 1–100 transactions in a single batch with dry-run preview,' clearly specifying the verb (update) and resource (transactions) with batch size and dry-run capability. This distinguishes it from sibling tools like ynab_create_transactions, ynab_delete_transaction, and ynab_update_transaction (singular).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides explicit usage guidance: 'Write safety: call without confirmation_token to preview. Execute the identical validated request with the short-lived confirmation_token returned by that preview.' It also mentions optional budget_id to use default. However, it lacks explicit directions on when not to use this tool versus alternatives like ynab_update_transaction.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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